How To Management Marketing Automation Technology 
PYMNTS
DECEMBER 16, 2016
Visa would look at that continuum but focus on process and technology, said King. Formalized processes tend to take root, along with automation, as firms grow, he said, especially along units and activities involving finance or accounting. These are factors that bring basic benefits and an ROI to mid-market firms as well.
Independent Banker
FEBRUARY 28, 2023
How to activate first-party data Though financial institutions own a treasure trove of data, some marketing teams might not be able to determine key information like which customers are small-business owners, who uses online banking and who is unprofitable for the bank. Prioritize data accuracy. Take measures to protect data.
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Perficient
MARCH 15, 2021
Customer relationship management is about earning and cultivating that loyalty. In healthcare, this is what a relationship looks like, and this is how we gain loyalty. A CRM database can be the tool that (just as its name describes) helps you to manage these patient relationships. If they can do it, you can too!
Gonzobanker
SEPTEMBER 21, 2018
As banks and credit unions pour gasoline on their direct outreach, Adobe’s announced acquisition of Marketo shows us just how hot digital marketing automation is right now. In the morphing cross-industry world of sales, marketing and even some service outreach, it’s hot. How much momentum?
Independent Banker
FEBRUARY 28, 2022
Kathy Strasser of IncredibleBank is evaluating marketing campaign management platforms. We asked several banking leaders how they’ve employed fintech to ramp up their marketing campaigns, hone their analytic strategies and gain new patrons in the process. Fintechs know how to reach and work with the community.
William Mills
NOVEMBER 1, 2016
Our agency is no stranger to technology, its evolution and its expanding impact on all of our lives. We live and breathe it each day through our clients, who have partnered with us (in most cases) for one reason: to help tell their technology story to the right people. But what about technology spending for your CMO?
PYMNTS
FEBRUARY 22, 2018
Without a doubt, small businesses (SMBs) have more choice than ever before when adopting new technologies, and many of those new tools, from accounting to customer relationship management (CRM), are streaming in as Software-as-a-Service (SaaS). This can happen due to a number of circumstances.
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